Private Bank Improves Client Experience Around the World with Microsoft Dynamics CRM

Headquartered in New York, Citi Private Bank is part of Citigroup and delivers private banking services to ultra – high net worth customers across the world. Three years ago, the company launched project sheen – an initiative focused on delivering an optimal client experience across all touch points. When launching project sheen, the organization also looked at how it could provide the banker and the client with the same view of relevant information. Its digital platform – Citi Private Bank In View – achieves this, and Citi Private Bank plans on extending the benefits of Microsoft Dynamics CRM (Customer Relationship Management) by integrating it with the platform.

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